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iShares Core High Dividend ETF
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Overview Fund Activity

518 hedge funds and large institutions have $2.8B invested in iShares Core High Dividend ETF in 2021 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 196 increasing their positions, 156 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
518
Holders Change
+6
Holders Change %
+1.17%
% of All Funds
9.1%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.3%
New
51
Increased
196
Reduced
156
Closed
37
Calls
$19.8M
Puts
$292K
Net Calls
+$19.5M
Net Calls Change
-$11.5M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$25.9M
2
AIM
Astor Investment Management
Illinois
+$18.3M
3
Franklin Resources
Franklin Resources
California
+$16.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$14.2M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$13M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$13.9M
2
BlackRock
BlackRock
New York
-$7.6M
3
BFG
Beacon Financial Group
Texas
-$7.25M
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$4.86M
5
JWCA
J.W. Cole Advisors
Florida
-$4.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAN
276
Integrated Advisors Network
Texas
$530K +$15.5K +164 +3%
SIC
277
Sigma Investment Counselors
Michigan
$524K -$1.89K -20 -0.4%
WCFA
278
Walkner Condon Financial Advisors
Wisconsin
$516K +$516K +5,475 New
CPSAC
279
Chas P. Smith & Associates (CPS)
Florida
$514K -$26.8K -285 -5%
CAWM
280
Capital Advisors Wealth Management
Washington
$513K +$2.17K +23 +0.4%
CFGS
281
Concourse Financial Group Securities
Alabama
$512K -$5.47K -58 -1%
HFG
282
Heron Financial Group
New York
$511K – – –
KCA
283
Karn Couzens & Associates
Connecticut
$509K +$71.4K +757 +16%
PFS
284
Prospera Financial Services
Texas
$506K +$144K +1,523 +40%
MCA
285
Magnolia Capital Advisors
Mississippi
$504K +$52.1K +552 +12%
CWM
286
Calamos Wealth Management
Illinois
$503K +$106K +1,125 +27%
TA
287
TrueWealth Advisors
Alabama
$500K +$26.9K +285 +6%
OBWG
288
Onyx Bridge Wealth Group
New York
$496K +$2.89K +30 +0.6%
GWM
289
Gray Wealth Management
Maine
$490K -$9.42K -100 -2%
GIA
290
Gladstone Institutional Advisory
Florida
$487K +$96.8K +1,026 +25%
MCCP
291
Mission Creek Capital Partners
California
$472K -$12.6K -134 -3%
FI
292
Financial Insights
Washington
$469K – – –
JWA
293
JFS Wealth Advisors
Pennsylvania
$463K – – –
Brown Advisory
294
Brown Advisory
Maryland
$457K +$104K +1,100 +29%
F
295
F3Logic
Minnesota
$452K +$567 +6 +0.1%
NGA
296
Naples Global Advisors
Florida
$450K -$7.55K -80 -2%
RBFC
297
Roman Butler Fullerton & Co
Missouri
$443K +$57.5K +597 +15%
CWS
298
Cypress Wealth Services
California
$439K -$17.3K -183 -4%
MA
299
MCF Advisors
Kentucky
$438K – – –
CWM
300
Cornerstone Wealth Management
Missouri
$433K +$942 +10 +0.2%
10 11
12
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